All Collections
Firm Settings
Invite your Firm's Advisers
Invite your Firm's Advisers
Find out how you can add your firm's team into the system.
Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

If you have the Admin access level for your firm, ย and you want to add advisers and paraplanners to the system.ย 

To do so, just follow these steps:

By now you should have your dream team of advisers all added to the system. It's all set for you to start growing your business even more! ๐Ÿ˜ƒ

Did this answer your question?